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  • Tax and pension planning seminars

    Paul Kennedy is on the road again with his latest series of tax and pension planning seminars in 14 different locations, starting in June. Topics include capital gains tax planning and other matters around pensions, tax and tax wrappers generally. Places are limited, reserve your seat today to avoid disappointment.

  • Advising on pension transfers

    Our summary of the FCA’s new guidance and proposals around pension transfers is now available. It covers both the policy statement 18/6 ‒ Advising on pension transfers and the consultation paper 18/7 ‒ Improving the quality of pension transfer advice.

  • Platform critical success factors

    Hear from Colin Turton, Director of AdviserAsset, about the critical success factors taken into account when giving a platinum rating to a platform. The short video discussion includes adviser views on a range of subjects including the importance of pricing, functionality, service quality and the overall robustness of a platform offering.

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